AssetMark Inc
SOPH icon

AssetMark Inc’s SOPHiA GENETICS SOPH Stock Holding History

AssetMark Inc’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51K Buy
8,836
+4,125
+88% +$20.9K ﹤0.01% 1828
2026
Q1 		$23.3K Buy
4,711
+24
+0.5% +$117 ﹤0.01% 1997
2025
Q4 		$21.9K Buy
4,687
+566
+14% +$2.56K ﹤0.01% 1975
2025
Q3 		$19.6K Buy
4,121
+2,307
+127% +$7.93K ﹤0.01% 1925
2025
Q2 		$5.62K Buy
1,814
+43
+2% +$128 ﹤0.01% 2102
2025
Q1 		$5.88K Sell
1,771
-169
-9% -$594 ﹤0.01% 1957
2024
Q4 		$5.96K Sell
1,940
-329
-14% -$1.12K ﹤0.01% 1890
2024
Q3 		$8.28K Buy
2,269
+337
+17% +$1.37K ﹤0.01% 1649
2024
Q2 		$8.85K Buy
1,932
+51
+3% +$249 ﹤0.01% 1520
2024
Q1 		$9.27K Sell
1,881
-259
-12% -$1.25K ﹤0.01% 1389
2023
Q4 		$10.1K Buy
2,140
+306
+17% +$1.14K ﹤0.01% 1380
2023
Q3 		$4.67K Buy
1,834
+285
+18% +$904 ﹤0.01% 1399
2023
Q2 		$6.94K Buy
1,549
+572
+59% +$2.59K ﹤0.01% 1320
2023
Q1 		$4.86K Buy
977
+397
+68% +$1.28K ﹤0.01% 1328
2022
Q4 		$1.2K Sell
580
-144
-20% -$323 ﹤0.01% 1473
2022
Q3 		$2K Buy
724
+301
+71% +$1.05K ﹤0.01% 1409
2022
Q2 		$2K Buy
423
+213
+101% +$1.08K ﹤0.01% 1392
2022
Q1 		$2K Buy
+210
New +$2.36K ﹤0.01% 1442

Other funds holding SOPH

BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $369M AUM 45.79% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return

AssetMark Inc's SOPH Position: Q2 2026 in Review

AssetMark Inc increased its SOPHiA GENETICS (SOPH) stake by 88% in Q2 2026, buying an estimated $20.9K and bringing the position to 8,836 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

AssetMark Inc first reported a position in SOPH in Q1 2022 and has held it in 18 quarters since. 16 funds tracked by Wall St. Rank hold SOPH as of Q2 2026.

  • AssetMark Inc held 8,836 shares of SOPHiA GENETICS worth $51K as of Q2 2026.
  • AssetMark Inc bought 4,125 SOPHiA GENETICS shares in Q2 2026, an estimated $20.9K.
  • SOPHiA GENETICS made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1828 holding.
  • AssetMark Inc first reported a position in SOPHiA GENETICS in Q1 2022 and has held it in 18 quarters since.
  • 16 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.